Anchor Investment Management, LLC Incresed Positions in Q3 2025

Anchor Investment Management, LLC

  • $1.21 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
3.05K
+ 20.66%
N/A
17.8K $3.27B
AXP
American Express CO

Financial Services
173
+ 1.93%
$294.27 - $342.31 $50.9K - $59.2K
9.15K $3.04B
VZ
Verizon Communications Inc

Communication Services
2.05K
+ 1.77%
$40.84 - $45.06 $83.8K - $92.5K
118K $5.18B
BLD
Top Build Corp

Industrials
208
+ 16.98%
$343.19 - $443.31 $71.4K - $92.2K
1.43K $560M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.09K
+ 5.43%
$66.38 - $71.68 $72.6K - $78.4K
21.2K $1.52B
VOT
Vanguard Mid Cap Growth Index

ETFs
483
+ 23.73%
$282.75 - $294.19 $137K - $142K
2.52K $740M
AMD
Advanced Micro Devices Inc

Technology
18
+ 0.23%
$134.8 - $184.42 $2.43K - $3.32K
7.85K $1.27B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
8.06K
+ 107.25%
$18.61 - $18.94 $150K - $153K
15.6K $293M
VBK
Vanguard Small Cap Growth ETF

ETFs
312
+ 15.56%
$276.51 - $305.12 $86.3K - $95.2K
2.32K $690M
MS
Morgan Stanley

Financial Services
233
+ 4.6%
$139.09 - $161.16 $32.4K - $37.6K
5.3K $842M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.5K
+ 385.96%
$21.89 - $22.2 $120K - $122K
6.93K $153M
COP
Conocophillips

Energy
493
+ 3.75%
$91.0 - $98.99 $44.9K - $48.8K
13.6K $1.29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
160
+ 0.94%
$72.65 - $78.68 $11.6K - $12.6K
17.2K $1.35B
GLD
Spdr Gold Trust

ETFs
122
+ 9.55%
$300.96 - $355.47 $36.7K - $43.4K
1.4K $497M
K
Kellogg CO

Consumer Defensive
44
+ 0.11%
$76.96 - $82.02 $3.39K - $3.61K
41.9K $3.44B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.02%
$108.46 - $120.63 $217 - $241
11.2K $1.33B
IWD
Ishares Russell 1000 Val ETF

ETFs
162
+ 2.14%
$192.76 - $203.86 $31.2K - $33K
7.75K $1.58B
VPU
Vanguard Utilities ETF

ETFs
130
+ 2.19%
$175.25 - $189.41 $22.8K - $24.6K
6.06K $1.15B
VBR
Vanguard Small Cap Value ETF

ETFs
232
+ 6.07%
$195.41 - $212.37 $45.3K - $49.3K
4.05K $846M
SNV
Synovus Financial Corp

Financial Services
2.22K
+ 57.12%
$46.55 - $59.6 $103K - $132K
6.09K $299M
VDC
Vanguard Consumer Staples ETF

ETFs
715
+ 6.5%
$212.64 - $225.25 $152K - $161K
11.7K $2.5B
Linde PLC Shs
152
+ 4.63%
N/A
3.44K $1.63B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
436
+ 4.44%
$84.28 - $89.46 $36.7K - $39K
10.3K $913M
CLX
Clorox CO

Consumer Defensive
488
+ 5.43%
$117.67 - $131.43 $57.4K - $64.1K
9.47K $1.17B
WFC
Wells Fargo & Company

Financial Services
428
+ 3.17%
$77.05 - $85.16 $33K - $36.4K
13.9K $1.17B
FOXA
Fox Corp

Communication Services
1
+ 0.01%
$53.87 - $63.06 $53.9 - $63.1
12.1K $766M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.16%
$132.9 - $142.03 $2.26K - $2.41K
10.5K $1.48B
DEO
Diageo PLC

Consumer Defensive
900
+ 55.38%
$93.64 - $115.33 $84.3K - $104K
2.53K $241M
VRT
Vertiv Holdings CO

Industrials
490
+ 490.0%
N/A
590 $89M
HDV
Ishares Core High Dividend ETF

ETFs
144
+ 1.39%
$118.16 - $123.66 $17K - $17.8K
10.5K $1.29B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
339
+ 3.37%
$68.24 - $73.73 $23.1K - $25K
10.4K $764M
CVS
Cvs Health Corp

Healthcare
3
+ 0.03%
$58.75 - $76.5 $176 - $230
10.3K $774M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
325
+ 325.0%
$103.83 - $179.9 $33.7K - $58.5K
425 $76M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2.5K
+ 50.0%
$23.12 - $23.59 $57.8K - $59K
7.5K $176M
VOE
Vanguard Mid Cap Value Index F

ETFs
304
+ 74.33%
$164.63 - $174.58 $50K - $53.1K
713 $124M
FAST
Fastenal CO

Industrials
100
+ 1.38%
$42.47 - $50.39 $4.25K - $5.04K
7.37K $361M
IBM
International Business Machines Corp

Technology
539
+ 6.72%
$234.77 - $292.47 $127K - $158K
8.56K $2.41B
D
Dominion Energy, Inc

Utilities
2
+ 0.02%
$56.32 - $62.1 $113 - $124
10.9K $666M
MLM
Martin Marietta Materials Inc

Basic Materials
25
+ 6.1%
$546.36 - $631.12 $13.7K - $15.8K
435 $274M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
136
+ 0.94%
$101.12 - $106.18 $13.8K - $14.4K
14.6K $1.5B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
250
+ 2.6%
$42.26 - $47.16 $10.6K - $11.8K
9.86K $457M
BSJR
Invesco Indx Tr

ETFs
2K
+ 17.71%
$22.64 - $22.85 $45.3K - $45.7K
13.3K $302M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.15K
+ 8.51%
N/A
14.6K $280M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2K
+ 465.12%
$21.35 - $21.7 $42.7K - $43.4K
2.43K $52.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
125
+ 4.9%
$56.32 - $68.81 $7.04K - $8.6K
2.68K $184M
XLU
Utilities Sector Spdr

ETFs
400
+ 33.56%
$81.14 - $87.32 $32.5K - $34.9K
1.59K $139M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
1.5K
+ 15.96%
$18.02 - $19.46 $27K - $29.2K
10.9K $210M
BP
Bp PLC

Energy
69
+ 0.85%
$30.25 - $35.69 $2.09K - $2.46K
8.2K $283M
XLF
Financial Sector Spdr

ETFs
303
+ 2.0%
$51.37 - $54.25 $15.6K - $16.4K
15.4K $831M
Activity Summary
Buys All Purchases 267 New Holdings 43 Increased Positions 224 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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